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Is it possible to
                  predict user questions?
                    Jonatan Lundin, Information Architect @ Excosoft, Sweden

                                       TCUK, 2012-10-04




© Copyright 2012 Jonatan Lundin
Agenda
             Today, I’m going to talk about:
             ● The findability problem
             ● Product and information-seeking behavior
               among users
             ● How to predict user questions and make
               answers findable using SeSAM
               (Search Situation Architecture and Method)




© Copyright 2012 Jonatan Lundin
“Technical communicators, we have a problem”

    ●      It seems that users are avoiding user manuals, simply because it
           requires to much effort to find something in them.


                                         YouTube
                                  Wiki

                       Blogs                 ?
                Magazines

                Physical or
                on-line user

                     Keyword search
                     (Google)




© Copyright 2012 Jonatan Lundin
Solution: re-think the search user interface

    ●      Many users are used to finding things on commercial sites, such as a travel,
           a book etc, using rich search user interfaces built on for example a faceted
           browsing approach.



                                  ?




© Copyright 2012 Jonatan Lundin
User focus is to solve a primary goal
    ●      The user primary goal is to solve the need(s) as effectively, securely, reliably
           and easily as possible. A certain product is used since the user believes that
           it can be used to solve the needs.


                 Nuclear power plant owner
                            Protect sensitive equipment from            Result 1
                                                               Need 1
                                       exposure of toxic CO2

    A user that                        Protect humans from                            A product is
                                                               Need 2   Result 2
 has a need to                        exposure of toxic CO2                           used to solve
        solve a                                                                       the primary
   problem or                           Record CO2 levels in                          goal(s)
                                                               Need 3   Result 3
  requirement                                 IEC123 format

                                      View actual CO2 levels   Need 4   Result 4




© Copyright 2012 Jonatan Lundin
General knowledge about products
    ●      Users possess general knowledge about products (stored as a schema).
    ●      Users know that a product is used to solve a need (primary goal), that it
           must be interacted with to solve the need, that it can be customized to
           suit different environments etc.

                                  Primary goal         Acoustic alarm when
                                                       actual CO2 level is above
                                                       a set toxic level
                           Need
                           “Warn workers from                Meaningful result
                           exposure of toxic CO2”

               Aware                                                  Secondary goals
               of need

                     Decide to           Evaluate and                                   Use the    Maintain the
                                                                Implement the
                     solve need          select a solution                              selected   selected
                                                                selected solution
                                         to solve the need                              solution   solution




© Copyright 2012 Jonatan Lundin
User perception about products
    ●      Users construct a mental model about the product when interacting with it.
    ●      The mental model is often constructed by assimilating prior knowledge which
           means that the mental model can correspond to the product design or not.

            Mental model                 User mental model is:                            User is:
                                   Accurate               Inaccurate          Certain                 Uncertain
                                                                                 about the mental model

                                               User is:
                                                                                  User search behavior is:
                                      Aware               Unaware
                                  of the accuracy of the mental model      Methodical                 Unsystematic
                                                                               /calm                  /unfocused

                                  User perceives mental model to be:                     Users is a
                                    Detailed              Vague         Non risk taker                Risk taker




© Copyright 2012 Jonatan Lundin
Users are active and goal oriented
    ●      Users act depending on the constructed mental model –
           following the principle of least effort.
    ●      If mental model is inaccurate or users perceive it to be vague, or users are
           uncertain, they end up in a search situation looking for information.


                          Evaluate and             Implement the        Use the            Maintain the
        Secondary
                          select a solution        selected             selected           selected
            goals
                          to solve the need        solution             solution           solution

          Product
                          Task 1                 Task 2            Task 3      Task 4       Task 5        Task 6
        life cycle
                                                                                                                   OK!
                                        ?
                                                Third                            ?
                                                                                            Third
                                                goal                                        goal

                             User tries to use the product and              User wants to know how to
                             gets stuck using it. User wants to                do task 5 before acting.
                             know how to do task 2.




© Copyright 2012 Jonatan Lundin
Where do user go to find the answer?
    ●      A user has many options to choose from to get answers.
    ●      A manufacturer can take on a reactive or predictive approach to
           answering questions.


                                                     User collaboration/keyword search
                                                     (physical colleague,
                                                     social on-line community, Google etc)



                                                          Support
                                  ?                       (reactive approach)




                                                       Documentation
                                                       (predictive approach)




© Copyright 2012 Jonatan Lundin
Is it possible to predict user questions?
    ●      User questions are possible to predict if we assume that:
           ● Users are active and goal oriented, focused on solving a primary goal by
             reaching for a number of secondary goals.
           ● Users are asking questions, either of procedural or conceptual nature, due to
             lack of required knowledge needed to reach these goals.
           ● A third goal is to find and read the answer to a question in a search situation,
             and nothing but the answer. Thus users go to a manual to find out how to
             reach a secondary goals task situation.
    ●      Thus, technical communicators must focus on:
           ● Predicting user questions as we work in a pre-release mode.
           ● Providing rich search user interfaces to allow users to find the answer quickly.
    ●      How do we predict user questions and build search user interfaces?
    ●      The traditional “identifying-target-audiences-and-make-a-user-manual-per-
           audience” principle is not the solution.



© Copyright 2012 Jonatan Lundin
How to predict questions using SeSAM
                                  Meaningful result statement                              Primary goal
                             Acoustic alarm when actual CO2                      ”Protect equipment, sensitive to
                             level is above a set toxic level                           toxic CO2, from damage”



Evaluate           Implement           Use, activate, create     Stop, halt       View, ensure     Troubleshoot       Customize



Task 1                   Task 2          Task 3     Task 4      Task 5        Task 6              Task 7     Task 8
                                                                                                                                  t




                    1) Identify 2) Define           3) Predict              4) Develop
                       required    assumed             probability of a        search user
                       knowledge   knowledge           questions               interface
                                   level
Maintenance, upgrade/migrate and administrative secondary goals are not shown in this image



© Copyright 2012 Jonatan Lundin
Designing the search user interface
    ●      Different taxonomies, for classifying the primary, secondary
           and thirdly goals, are used to build the search user interface.
                                                                             SeSAM taxonomies
                                                                Primary        Result            Secondary
            ?
                                                                goal           statements        goal
                                                                 • -------      • -------         • -------
                                                                 • -------      • ------          • ------
                       ?                                         • -------
                                                                 • ------
                                                                                • ---------
                                                                                • ------
                                                                                • -----------
                                                                                                  • ---------
                                                                                                  • ----------


                                                                Third          Usage             User
                                                                goal           environment       profile
                                                                 • -------      • -------         • -------
                                                                 • -------      • ------          • ------
                                                                 • -------      • ---------       • ---------
                                                                 • ------       • ------------    • ----------
                                                                 • -------      • -----
                                                                   ----


                                                                         ?        ?        ?     ?
                      Search user interface, as for example a
                faceted search browser or the actual product             ?       ?         ?     ?
                        interface (embedded user assistance)
                                                                        Answers (DITA topics etc)




© Copyright 2012 Jonatan Lundin
Example of a search user interface




                         http://orange.sims.berkeley.edu/cgi-bin/flamenco.cgi/nobel/Flamenco




© Copyright 2012 Jonatan Lundin
Example of a search user interface




                         http://www.sesam-info.net/SUI_DishWasherABC_pres.ppsx




© Copyright 2012 Jonatan Lundin
Questions?
    ●      Interested in knowing more about SeSAM to design technical documentation for
           findability? Excosoft (www.excosoft.com) are happy to arrange a workshop or
           lecture.
    ●      SeSAM home page:
           www.sesam-info.net
    ●      SeSAM presentations on YouTube:
           http://www.youtube.com/user/jonatanlundin
    ●      SeSAM interest group on LinkedIn:
           http://www.linkedin.com/groups?mostPopular=&gid=3699556
    ●      Jonatan blog on dita.xml.org:
           http://dita.xml.org/blog/jonalund
    ●      Contact me on technical writing world:
           http://technicalwritingworld.com/profiles/members/?q=Jonatan+Lundin
    ●      Mail: jonatan.lundin@excosoft.se




© Copyright 2012 Jonatan Lundin
© Copyright 2012 Jonatan Lundin

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Predict User Questions Using SeSAM

  • 1. Is it possible to predict user questions? Jonatan Lundin, Information Architect @ Excosoft, Sweden TCUK, 2012-10-04 © Copyright 2012 Jonatan Lundin
  • 2. Agenda Today, I’m going to talk about: ● The findability problem ● Product and information-seeking behavior among users ● How to predict user questions and make answers findable using SeSAM (Search Situation Architecture and Method) © Copyright 2012 Jonatan Lundin
  • 3. “Technical communicators, we have a problem” ● It seems that users are avoiding user manuals, simply because it requires to much effort to find something in them. YouTube Wiki Blogs ? Magazines Physical or on-line user Keyword search (Google) © Copyright 2012 Jonatan Lundin
  • 4. Solution: re-think the search user interface ● Many users are used to finding things on commercial sites, such as a travel, a book etc, using rich search user interfaces built on for example a faceted browsing approach. ? © Copyright 2012 Jonatan Lundin
  • 5. User focus is to solve a primary goal ● The user primary goal is to solve the need(s) as effectively, securely, reliably and easily as possible. A certain product is used since the user believes that it can be used to solve the needs. Nuclear power plant owner Protect sensitive equipment from Result 1 Need 1 exposure of toxic CO2 A user that Protect humans from A product is Need 2 Result 2 has a need to exposure of toxic CO2 used to solve solve a the primary problem or Record CO2 levels in goal(s) Need 3 Result 3 requirement IEC123 format View actual CO2 levels Need 4 Result 4 © Copyright 2012 Jonatan Lundin
  • 6. General knowledge about products ● Users possess general knowledge about products (stored as a schema). ● Users know that a product is used to solve a need (primary goal), that it must be interacted with to solve the need, that it can be customized to suit different environments etc. Primary goal Acoustic alarm when actual CO2 level is above a set toxic level Need “Warn workers from Meaningful result exposure of toxic CO2” Aware Secondary goals of need Decide to Evaluate and Use the Maintain the Implement the solve need select a solution selected selected selected solution to solve the need solution solution © Copyright 2012 Jonatan Lundin
  • 7. User perception about products ● Users construct a mental model about the product when interacting with it. ● The mental model is often constructed by assimilating prior knowledge which means that the mental model can correspond to the product design or not. Mental model User mental model is: User is: Accurate Inaccurate Certain Uncertain about the mental model User is: User search behavior is: Aware Unaware of the accuracy of the mental model Methodical Unsystematic /calm /unfocused User perceives mental model to be: Users is a Detailed Vague Non risk taker Risk taker © Copyright 2012 Jonatan Lundin
  • 8. Users are active and goal oriented ● Users act depending on the constructed mental model – following the principle of least effort. ● If mental model is inaccurate or users perceive it to be vague, or users are uncertain, they end up in a search situation looking for information. Evaluate and Implement the Use the Maintain the Secondary select a solution selected selected selected goals to solve the need solution solution solution Product Task 1 Task 2 Task 3 Task 4 Task 5 Task 6 life cycle OK! ? Third ? Third goal goal User tries to use the product and User wants to know how to gets stuck using it. User wants to do task 5 before acting. know how to do task 2. © Copyright 2012 Jonatan Lundin
  • 9. Where do user go to find the answer? ● A user has many options to choose from to get answers. ● A manufacturer can take on a reactive or predictive approach to answering questions. User collaboration/keyword search (physical colleague, social on-line community, Google etc) Support ? (reactive approach) Documentation (predictive approach) © Copyright 2012 Jonatan Lundin
  • 10. Is it possible to predict user questions? ● User questions are possible to predict if we assume that: ● Users are active and goal oriented, focused on solving a primary goal by reaching for a number of secondary goals. ● Users are asking questions, either of procedural or conceptual nature, due to lack of required knowledge needed to reach these goals. ● A third goal is to find and read the answer to a question in a search situation, and nothing but the answer. Thus users go to a manual to find out how to reach a secondary goals task situation. ● Thus, technical communicators must focus on: ● Predicting user questions as we work in a pre-release mode. ● Providing rich search user interfaces to allow users to find the answer quickly. ● How do we predict user questions and build search user interfaces? ● The traditional “identifying-target-audiences-and-make-a-user-manual-per- audience” principle is not the solution. © Copyright 2012 Jonatan Lundin
  • 11. How to predict questions using SeSAM Meaningful result statement Primary goal Acoustic alarm when actual CO2 ”Protect equipment, sensitive to level is above a set toxic level toxic CO2, from damage” Evaluate Implement Use, activate, create Stop, halt View, ensure Troubleshoot Customize Task 1 Task 2 Task 3 Task 4 Task 5 Task 6 Task 7 Task 8 t 1) Identify 2) Define 3) Predict 4) Develop required assumed probability of a search user knowledge knowledge questions interface level Maintenance, upgrade/migrate and administrative secondary goals are not shown in this image © Copyright 2012 Jonatan Lundin
  • 12. Designing the search user interface ● Different taxonomies, for classifying the primary, secondary and thirdly goals, are used to build the search user interface. SeSAM taxonomies Primary Result Secondary ? goal statements goal • ------- • ------- • ------- • ------- • ------ • ------ ? • ------- • ------ • --------- • ------ • ----------- • --------- • ---------- Third Usage User goal environment profile • ------- • ------- • ------- • ------- • ------ • ------ • ------- • --------- • --------- • ------ • ------------ • ---------- • ------- • ----- ---- ? ? ? ? Search user interface, as for example a faceted search browser or the actual product ? ? ? ? interface (embedded user assistance) Answers (DITA topics etc) © Copyright 2012 Jonatan Lundin
  • 13. Example of a search user interface http://orange.sims.berkeley.edu/cgi-bin/flamenco.cgi/nobel/Flamenco © Copyright 2012 Jonatan Lundin
  • 14. Example of a search user interface http://www.sesam-info.net/SUI_DishWasherABC_pres.ppsx © Copyright 2012 Jonatan Lundin
  • 15. Questions? ● Interested in knowing more about SeSAM to design technical documentation for findability? Excosoft (www.excosoft.com) are happy to arrange a workshop or lecture. ● SeSAM home page: www.sesam-info.net ● SeSAM presentations on YouTube: http://www.youtube.com/user/jonatanlundin ● SeSAM interest group on LinkedIn: http://www.linkedin.com/groups?mostPopular=&gid=3699556 ● Jonatan blog on dita.xml.org: http://dita.xml.org/blog/jonalund ● Contact me on technical writing world: http://technicalwritingworld.com/profiles/members/?q=Jonatan+Lundin ● Mail: jonatan.lundin@excosoft.se © Copyright 2012 Jonatan Lundin
  • 16. © Copyright 2012 Jonatan Lundin